IFP Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
3,319
+1,621
| +95% | +$239K | 0.01% | 843 |
|
|
2025
Q1 | $252K | Buy |
1,698
+1,583
| +1,377% | +$235K | 0.01% | 1070 |
|
|
2024
Q4 | $17.2K | Buy |
115
+48
| +72% | +$7.2K | ﹤0.01% | 2312 |
|
|
2024
Q3 | $12.1K | Sell |
67
-23
| -26% | -$4.15K | ﹤0.01% | 2345 |
|
|
2024
Q2 | $14K | Sell |
90
-2,086
| -96% | -$324K | ﹤0.01% | 2224 |
|
|
2024
Q1 | $320K | Buy |
2,176
+2,098
| +2,690% | +$308K | 0.01% | 769 |
|
|
2023
Q4 | $12.6K | Buy |
78
+39
| +100% | +$6.29K | ﹤0.01% | 2103 |
|
|
2023
Q3 | $4.74K | Sell |
39
-184
| -83% | -$22.4K | ﹤0.01% | 2522 |
|
|
2023
Q2 | $33.2K | Buy |
223
+117
| +110% | +$17.4K | ﹤0.01% | 1785 |
|
|
2023
Q1 | $5.61K | Sell |
106
-137
| -56% | -$7.25K | ﹤0.01% | 2516 |
|
|
2022
Q4 | $34K | Sell |
243
-814
| -77% | -$114K | ﹤0.01% | 2506 |
|
|
2022
Q3 | $85K | Buy |
1,057
+52
| +5% | +$4.18K | ﹤0.01% | 1976 |
|
|
2022
Q2 | $65K | Hold |
1,005
| – | – | ﹤0.01% | 1981 |
|
|
2022
Q1 | $65K | Buy |
1,005
+574
| +133% | +$37.1K | ﹤0.01% | 1981 |
|
|
2021
Q4 | $98K | Buy |
431
+324
| +303% | +$73.7K | ﹤0.01% | 1254 |
|
|
2021
Q3 | $19K | Buy |
107
+68
| +174% | +$12.1K | ﹤0.01% | 1951 |
|
|
2021
Q2 | $6K | Hold |
39
| – | – | ﹤0.01% | 2380 |
|
|
2021
Q1 | $6K | Sell |
39
-135
| -78% | -$20.8K | ﹤0.01% | 2316 |
|
|
2020
Q4 | $20K | Hold |
174
| – | – | ﹤0.01% | 1797 |
|
|
2020
Q3 | $17K | Buy |
174
+19
| +12% | +$1.86K | ﹤0.01% | 1700 |
|
|
2020
Q2 | $13K | Hold |
155
| – | – | ﹤0.01% | 1714 |
|
|
2020
Q1 | $13K | Buy |
155
+139
| +869% | +$11.7K | ﹤0.01% | 1651 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 2641 |
|
|
2019
Q3 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 2669 |
|
|
2019
Q1 | $1K | Sell |
13
-1,396
| -99% | -$107K | ﹤0.01% | 2201 |
|
|
2018
Q4 | $127K | Sell |
1,409
-77
| -5% | -$6.94K | 0.01% | 1065 |
|
|
2018
Q3 | $129K | Sell |
1,486
-3,843
| -72% | -$334K | 0.01% | 1320 |
|
|
2018
Q2 | $532K | Sell |
5,329
-1,438
| -21% | -$144K | 0.02% | 634 |
|
|
2018
Q1 | $592K | Hold |
6,767
| – | – | 0.03% | 556 |
|
|
2017
Q4 | $592K | Buy |
6,767
+1,852
| +38% | +$162K | 0.03% | 554 |
|
|
2017
Q3 | $393K | Sell |
4,915
-413
| -8% | -$33K | 0.02% | 786 |
|
|
2017
Q2 | $416K | Buy |
5,328
+2,217
| +71% | +$173K | 0.02% | 748 |
|
|
2017
Q1 | $231K | Buy |
3,111
+786
| +34% | +$58.4K | 0.01% | 1039 |
|
|
2016
Q4 | $180K | Buy |
2,325
+1,476
| +174% | +$114K | 0.01% | 1109 |
|
|
2016
Q3 | $67K | Sell |
849
-700
| -45% | -$55.2K | ﹤0.01% | 1613 |
|
|
2016
Q2 | $143K | Buy |
1,549
+1,536
| +11,815% | +$142K | 0.01% | 1147 |
|
|
2016
Q1 | $1K | Sell |
13
-1,805
| -99% | -$139K | ﹤0.01% | 2201 |
|
|
2015
Q4 | $160K | Buy |
+1,818
| New | +$160K | 0.01% | 939 |
|